AWA
Acorn Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,413
| Closed | -$373K | – | 128 |
|
|
2019
Q4 | $373K | Buy |
7,413
+494
| +7% | +$24.9K | 0.31% | 64 |
|
|
2019
Q3 | $347K | Buy |
6,919
+2,016
| +41% | +$101K | 0.3% | 71 |
|
|
2019
Q2 | $236K | Buy |
+4,903
| New | +$236K | 0.22% | 103 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$14K | – | 462 |
|
|
2018
Q2 | $14K | Hold |
280
| – | – | 0.01% | 456 |
|
|
2018
Q1 | $13K | Hold |
280
| – | – | 0.01% | 469 |
|
|
2017
Q4 | $13K | Buy |
+280
| New | +$13K | 0.01% | 448 |
|